--- title: "Jensen Huang: NVIDIA will achieve significant growth this year, and Taiwan Semiconductor needs to significantly increase capacity in the next decade" description: "NVIDIA CEO Jensen Huang stated that the company expects significant growth this year, with strong demand for Rubin. At the same time, he pointed out that Taiwan Semiconductor needs to significantly in" type: "news" locale: "en" url: "https://longbridge.com/en/news/274095999.md" published_at: "2026-01-29T05:43:51.000Z" --- # Jensen Huang: NVIDIA will achieve significant growth this year, and Taiwan Semiconductor needs to significantly increase capacity in the next decade > NVIDIA CEO Jensen Huang stated that the company expects significant growth this year, with strong demand for Rubin. At the same time, he pointed out that Taiwan Semiconductor needs to significantly increase its production capacity over the next decade. In addition, energy issues pose challenges for the United States, Taiwan, and Europe, and NVIDIA is collaborating with Intel to develop custom x86 processors On the 29th, NVIDIA CEO Jensen Huang stated that the demand for Rubin is incredibly strong. Energy is a huge challenge for the United States, Taiwan, and Europe. Currently collaborating with Intel to develop custom x86 processors. Taiwan Semiconductor needs to significantly increase capacity over the next decade. More news, ongoing updates... Risk warning and disclaimer The market has risks, and investments should be made cautiously. This article does not constitute personal investment advice and does not take into account the specific investment goals, financial situation, or needs of individual users. Users should consider whether any opinions, views, or conclusions in this article are suitable for their specific circumstances. Investment based on this is at their own risk. ### Related Stocks - [XSD.US - SPDR S&P Semicon](https://longbridge.com/en/quote/XSD.US.md) - [NVDL.US - GraniteShares 2x Long NVDA Daily ETF](https://longbridge.com/en/quote/NVDL.US.md) - [INTC.US - Intel](https://longbridge.com/en/quote/INTC.US.md) - [SMH.US - VanEck Semiconductor ETF](https://longbridge.com/en/quote/SMH.US.md) - [NVDA.US - NVIDIA](https://longbridge.com/en/quote/NVDA.US.md) - [TSM.US - Taiwan Semiconductor](https://longbridge.com/en/quote/TSM.US.md) - [NVDU.US - Direxion Daily NVDA Bull 2X Shares](https://longbridge.com/en/quote/NVDU.US.md) - [SOXX.US - iShares Semiconductor ETF](https://longbridge.com/en/quote/SOXX.US.md) - [07788.HK - XL2CSOPNVDA](https://longbridge.com/en/quote/07788.HK.md) - [07388.HK - XI2CSOPNVDA](https://longbridge.com/en/quote/07388.HK.md) ## Related News & Research | Title | Description | URL | |-------|-------------|-----| | Meta 加码英伟达:未来数年部署数百万颗芯片,首次采用 Grace CPU | 根据周二发布的声明,Meta 承诺将使用更多来自英伟达的 AI 处理器和网络设备。同时,Meta 还将首次在其独立计算机的核心部件采用英伟达的 Grace CPU。此次部署将涵盖基于英伟达当前 Blackwell 架构,以及即将推出的 Ve | [Link](https://longbridge.com/en/news/276177748.md) | | 华尔街大佬 Tepper 押注 AI:美光持仓激增 200%,新买韩国 ETF | 对冲基金大佬 Tepper 去年四季度精准狙击 AI 芯片赛道,豪掷逾 6 亿美元重仓美光科技和韩国芯片 ETF,今年已斩获约 30% 回报。全球内存短缺叠加 AI 算力狂潮,其芯片押注与软件股暴跌形成冰火两重天。 | [Link](https://longbridge.com/en/news/276213747.md) | | 段永平试水 “AI 交易”:卖苹果加仓英伟达,“新入” CoreWeave、Credo 和 Tempus | CoreWeave 专门搭建高性能 GPU 集群,把算力租给 AI 公司和企业客户;如果说 GPU 是心脏,Credo 提供的高速互联芯片和光模块就是血管,跟 AI 服务器迭代高度绑定;Tempus 则致力于将 AI 应用于精准医疗,尤其是 | [Link](https://longbridge.com/en/news/276189117.md) | | 闪迪启动 30.8 亿美元二级市场股票发行 | 闪迪于 2 月 17 日宣布启动 30.8 亿美元的二级市场股票发行,涉及现有股东出售股份。西部数据将通过股权方式处置对闪迪的债权,具体债务规模和交易细节尚未披露。投资需谨慎,本文不构成个人投资建议。 | [Link](https://longbridge.com/en/news/276180619.md) | | 英伟达表示,公司正在与 Peak XV、Elevation Capital、Accel India 及其他风险投资公司合作,以识别和资助人工智能初创企业 | NVIDIA 公司正在与风险投资公司如 Peak XV、Elevation Capital 和 Accel India 合作,以识别和资助人工智能初创企业。该公司还参与了多项合作,包括与 Tech Mahindra 部署大型通信模型以实现自 | [Link](https://longbridge.com/en/news/276184912.md) | --- > **Disclaimer**: This article is for reference only and does not constitute any investment advice.